| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
317 State Street, Guthrie Center, IA, 50115
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Gayle works full-time as an Inside Sales Representative for Humana, selling dental, vision, and disability products. She also works a few hours per week as an Associate at Bowers & Associates, LLC, assisting with long-term care seminars and insurance marketing/sales.